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With the U.S dollar having strengthened 6.6% in the last six months, investors are beginning to question whether the dollar has fundamentally changed direction after declining in 2017.
EURUSD should be rangebound
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
In today���s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.